Amid the surge in global AI infrastructure demand, the landscape of China's cloud computing market is undergoing subtle changes. According to the latest data from international research firm Omdia, Aliyun stood out particularly in the third quarter of 2025, with its market share rising from 34% in the previous quarter to 36%.

AI becomes the core growth engine:

Omdia's report points out that AI has become the key driving force behind the new demand for cloud infrastructure services. Aliyun, with its deep expertise in AI, not only achieved continuous growth in market share for three consecutive quarters but also further solidified its leading position in the Chinese market.

The "hard power" behind triple-digit growth:

According to Alibaba's latest financial report, Aliyun's revenue from AI-related products showed strong performance, maintaining triple-digit year-over-year growth for nine consecutive quarters. This indicates that Aliyun has successfully transformed its technological advantages into commercial success amid the development of large models and the enterprise AI transformation wave.

Industry insights:

As AI technology moves from laboratories to large-scale industrial applications, competition over computing power infrastructure has entered a heated phase. Aliyun's逆势 increase in market share reflects the market's higher loyalty toward cloud service providers with strong AI support capabilities. In the era where "computing power is productivity," Aliyun is leveraging AI to continuously widen the gap with competitors.